Calendar Settings: Target Frequency
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Used on the Hierarchy View tab. |
In this section, select the Use target frequency checkbox to automatically create CT CPG Activity records with the Visit record type for target Contacts when creating a CT CPG Activity record for their parent Account.
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Enable if a representative has the regular appointments for several Contacts of the Account. Also, use it with the customized Mass Action option.
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CT CPG Activities for contacts will be created at 30-minute intervals with the default Duration.
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The Target Frequency records should be assigned to the Account and their child Contacts.
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The Drag & Drop action should be selected for the corresponding CT CPG Activity record type, for example, Visit.
If checked, after a representative drag-and-dropped an Account to the Calendar grid, the corresponding CT CPG Activity record is created for each target Contacts of this Account.
